Everything a financial advisor needs to know to plan funding a college education tax-efficiently, including:
• FAFSA calculations
• Education Savings Accounts (ESAs)
• Qualified Tuition Plans (QTPs)
• UGMA and UTMAs
• Income tax deductions and credits for tuition
• Retirement distributions to pay tuition
• Gifts to pay for tuition
• Health and Education Exclusion Trusts (HEETs).
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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
This webinar is eligible for IMCA® CE credit, IRS EA CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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